About
Jake Robertson is a Vice President on our Investor Relations team at the firm. He is responsible for maintaining relationships, communications, and reporting, for institutional and private client investors across all the firm’s investment vehicles and expertise. Since joining the firm in 2014, he has focused on educating prospective and current clients on all the firm’s capabilities.
Previously, Jake was a financial advisor at Ameriprise Financial, where he helped clients with financial planning, investments, and risk management strategies. His prior experience also includes serving as a mortgage loan consultant for Principal Residential Mortgage and Wells Fargo Home Mortgage. Jake has a Bachelor of Arts degree in Psychology from the University of Missouri-Columbia and holds Series 7 and 66 licenses.
Jake is married with a son and a daughter. In his spare time, he enjoys coaching youth sports (baseball/basketball), playing pickle ball and golf, and listening to books and podcasts on Audible. He currently serves on the Athletic Board at Our Lady of the Presentation Catholic School and volunteers at Lee’s Summit, Mo. High School varsity football events.